← All themes Housing & Home Improvement

Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	TSU TD Securities (USA) New York	$9.37M	-$513K	3	0.14%	Reduced
402	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.36M	-$13.3M	10	0.28%	Reduced
403	Gulf International Bank (UK) London, United Kingdom	$9.25M	+$181K	4	0.16%	Increased
404	THCM Tipp Hill Capital Management New York	$9.18M	-$2.62M	2	7.28%	Reduced
405	NGA New Generation Advisors Manchester, Massachusetts	$9.17M	-$6.39M	1	3.37%	Reduced
406	GH Green Holdings Hamilton, Bermuda	$9.16M	-$4.82M	1	100%	Reduced
407	IIA IPG Investment Advisors San Diego, California	$9.12M	+$916K	2	3.46%	Increased
408	CF CNA Financial Chicago, Illinois	$9.07M	-$107K	4	2.11%	Reduced
409	IMOV Investment Management of Virginia Richmond, Virginia	$9.07M	+$3.74M	2	2.06%	Increased
410	RIL Rothschild Investment LLC Chicago, Illinois	$9.04M	-$135K	1	1.06%	Reduced
411	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$9M	+$5.4M	1	1%	Increased
412	WesBanco Bank Wheeling, West Virginia	$8.98M	+$5.97M	3	0.5%	Increased
413	M&T Bank Buffalo, New York	$8.98M	+$2.93M	10	0.06%	Increased
414	Utah Retirement Systems Salt Lake City, Utah	$8.72M	+$498K	7	0.23%	Increased
415	BHB Bank Hapoalim BM Tel Aviv, Israel	$8.71M	+$8.23M	1	1.6%	New
416	SIG Schaller Investment Group Winston Salem, North Carolina	$8.71M	$0	1	5.32%	Maintained
417	FG FSI Group Cincinnati, Ohio	$8.65M	-$1.17M	3	3.3%	Reduced
418	Williams Jones & Associates New York	$8.64M	+$7.98M	1	0.35%	New
419	Axa Paris, France	$8.63M	+$137K	6	0.04%	Increased
420	AM Account Management Boxford, Massachusetts	$8.54M	+$2.55M	1	7.27%	Increased
421	D.A. Davidson & Co Great Falls, Montana	$8.53M	-$1.66M	10	0.28%	Reduced
422	OAM Oxford Asset Management Oxford, United Kingdom	$8.5M	-$273K	2	0.22%	Reduced
423	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.49M	+$1.31M	3	0.17%	Increased
424	VAM Visium Asset Management New York	$8.42M	+$823K	3	0.12%	Increased
425	CAM Capstone Asset Management Houston, Texas	$8.28M	+$505K	9	0.23%	Increased